See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,745 | $76,000+233.9% | $154,107+64.7% | $64,186+295.3% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | -6.14% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,936 | $3,351+136.8% | $5,298+49.8% | $2,381+233.3% |
| Participant deferral / active EE | $4,572 | $3,175+44.0% | $5,081-10.0% | $3,470+31.8% |
| Admin fee / account holder | $1,645 | $5,596-70.6% | $13,411-87.7% | $4,888-66.3% |